by Joe Clark | Dec 3, 2019 | Blog, Your Life After Work
Your life after work begins with maintaining your standard of living. Fulfillment and financial happiness are not about the replacement of income but rather matching the standard of living you were accustomed to having before leaving the workforce. Standard of living...
by Joe Clark | Nov 26, 2019 | Investments, Your Life After Work
How Risk and Diversification Effect RetirementPlanning for retirement requires preparing for the unexpected. Creating sound contingencies is important, but even more, is addressing the likeliness of that event to occur. The term “risk” or “risky” is used by many...
by Joe Clark | Nov 19, 2019 | Investments, Your Life After Work
Inflation lives a tormented existence. We want our homes to appreciate, but yet we want our food cheaper and cable TV for less. Both changes in the price stem from inflation. One side loved, and the other deplored. Inflation is a necessary part of a growing economy....
by Joe Clark | Nov 1, 2019 | Investments, Tax Planning, Your Life After Work
That may sound like a small fortune or an amount you have already surpassed. Regardless, a sound retirement is the combined management of your budget, tax bracket, volatility of your investment account, Social Security timing, inflation, changing needs and life...
by Joe Clark | Oct 24, 2019 | Blog, Investments
One of many benefits of being a speaker, radio host and columnist is access to great and unique thinkers. The 31 years in the financial planning profession has allowed me to discuss many concepts regarding your finances that I have agreed with, implemented and others...
